Zac Komur, Executive Director – Project Delivery of Kangankunde Rare Earths, Lindian Resources

The session examined the development of a major rare earth project in Malawi and its potential to reshape global NDPR supply. Discussion focused on rapid project execution, low-cost beneficiation, and the ability of new Western-aligned sources to meet accelerating magnet demand. The conversation highlighted how resource quality, streamlined permitting, and strong offtake commitments underpin the project’s ambition to scale quickly and capture meaningful market share.